During Owen James' first Mindful of Technology in Financial Services event in London in November 2019, we interviewed Eric Moe, Partner, COO at Whitefoord for his view on aspects of the role of technology in wealth management.
Eric provided his view on:
- What trends in the technology landscape excite him most
- What are the leading challenges he faces where he feels that new technologies can benefit his business
- When looking at technology, where is his firm most focused: the business, staff or clients
Thanks to Owen James Group and to Eric for sharing his time and thoughts.
More insights and opinions to follow soon.
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